Installing InsideNAV for Jet Enterprise

Overview

InsideNAV for Jet Enterprise is an optional feature which provides a gateway between Microsoft Dynamics NAV and the Jet Enterprise Data Warehouse.

Any table from the Jet Data Warehouse can be made available from within Microsoft Dynamics with the click of a button.

Jet Enterprise connects to a wide variety of data sources, bringing all of the information that you need together in one place, and InsideNAV for Jet Enterprise makes that accessible in the NAV user experience.

System Requirements

Licensing Requirements

You are licensed with the 37058310 Jet Enterprise NAV granule to your NAV license.

InsideNAV - Installation

To install InsideNAV you will need the 2 different installation files:

JetInsideNAV.msi

Contains the installation program to install and register the InsideNAV.dll

and one of the following (depending upon your version of Dynamics NAV):

Jet2015InsideNAV.fob

Contains the Microsoft Dynamics NAV 2015 objects that will need to be imported into the Dynamics NAV 2015 database

Jet2016InsideNAV.fob

Contains the Microsoft Dynamics NAV 2016 objects that will need to be imported into the Dynamics NAV 2016 database

Steps

Images

Run the JetInsideNAV.msi installer to install the necessary dll file to use InsideNAV. This will only need to be installed on the machine hosting the NAV Service Tier. InsideNAV does not need to be installed on each user’s machine that will use the linked tables.

Open up your Microsoft Dynamics NAV Development environment and make sure you are connected to your database in which you want to install InsideNAV. Import the correct .FOB file (Jet2015InsideNAV.fob or Jet2016InsideNAV.fob) into the database by selecting Import from the File menu.

During the Import process, it may be necessary to synchronize one or more changes. Should you be prompted for this…

choose to sync Now – with validation and then click the OK button.

All objects should import without any issues because the objects have been numbered into a reserved number range.

InsideNAV - Setup

Once the installation has been done, you will need to go into Dynamics NAV now to complete the initial setup.

To get to the setup pages, go to Departments and then to Jet InsideNAV

Select Jet InsideNAV Setup

Under the General section, you will need to set the Dynamics NAV database information:

The SQL Server is the name of the SQL Server and instance that the database resides on

The Database Name is the name of your Dynamics NAV database

Under the Data Warehouse section, you will setup how to connect to the data warehouse:

The Data Warehouse SQL Server is the name of the SQL Server and instance that the data warehouse database resides on.

The Data Warehouse Database Name is the name for the data warehouse that you would like to connect to.

The Login and Password boxes are to be populated if you want to connect to the data warehouse using a SQL login. If these are left blank, InsideNAV will connect to the Data Warehouse using the current user’s Windows credentials.

Go to the ACTIONS tab and click the Test DWH Connection button. If InsideNAV needs to create a link to another server, it will prompt you. Click Yes to allow this.

Press the OK button when finished

Select Jet SQL object

If the page comes up successfully then the setup appears to be accurate.

Upon selecting this option, if the setup in the previous step was not completed correctly, you may receive an error. Below are a few common errors and recommendations on how to fix them:

The SQL Server database name on the General tab is incorrect and InsideNAV is unable to find the Dynamics NAV SQL Server.

Check that the database name and instance name are correct.

The login failed message can happen for a number of reasons:

• The Data warehouse server name is incorrect • The Data warehouse database name is incorrect • The Login is incorrect • The Password is incorrect • The Windows user/database user does not have access to the data warehouse server • The Windows user/database user does not have access to the data warehouse database

InsideNAV - Data Warehouse Table Links

Once the setup is done and you can access the SQL Object List page successfully, you can proceed with selecting the tables that you want to use.

Upon opening the page for the first time, the Object number will be 0 to indicate that table has not yet been linked to InsideNAV.

Create Objects

To link one or more tables for use in NAV, you simply need to select each table you want to link.

Then click Create Objects. InsideNAV will start reading the table definition from the data warehouse and create the table definition in Dynamics NAV.

Once InsideNAV starts creating the objects, you will be asked for a file name to save the object file to. This will be a .fob file.

Enter a file name and browse to the folder where you want to save the file. Then click the Save button.

Once that file has been created, NAV will assign a table number and update the last update information on the Jet NAV SQL Object List…

Next, you will need to import the text file into Dynamics NAV by using the Microsoft Dynamics NAV Development Environment.

Once in the development environment, select Import from the File menu, browse to the location where you previously saved the .fob file, and select that file. Click the Open button.

The import process will begin.

Once complete, the new tables will now appear in the Development Environment under Tables.

The tables have been imported, but still need to be compiled.

Highlight all the newly imported tables and select Compile from the Tools menu.

A message box will be displayed, asking how you would like to synchronize the change that you are about to make.

Ensure that Now – with validation is selected for Synchronize Schema and click the OK button.

If any issues are encountered during this part of the process, a message will be displayed to alert you of the problem.

Now if you go into the development environment, you will find that the tables have been created in object designer and are compiled.

If the compiled check box is not checked for any objects then you will need to compile them before you can use those tables

If the newly-imported tables are not listed in Object Designer (but do appear to have been created in the Jet NAV SQL Object List page), there may have been an issue with the import process.

To try to re-import the tables:

Go back to the Jet NAV SQL Object list

Select the table(s) you want to try to re-import

Click Remove Objects

Proceed with the instructions listed above to "Create Objects"

Congratulations

Now that these tables have been created, you can now use them just like any other Dynamics NAV table: You can create a page based on them, write reports against them, etc.